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RFG Advisory, LLC

SEC CIK
0001633387
Latest filing
Jul 15, 2026

D holding history

Dominion Energy, Inc in every 13F filed by RFG Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
8,737
Value
$596.7K
% of portfolio
<0.1%
Quarters held
14
Since Q2 2022
Holdings of D by RFG Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,737$596.7K<0.1%+2,298+35.7%AddedHolders
Q1 20266,439$398.1K<0.1%+227+3.7%AddedHolders
Q4 20256,212$363.9K<0.1%−220−3.4%ReducedHolders
Q3 20256,432$393.5K<0.1%−5,049−44.0%ReducedHolders
Q2 202511,481$648.9K<0.1%+4,816+72.3%AddedHolders
Q1 20256,665$373.7K<0.1%+6,665NewHolders
Q4 20240$00.0%−3,668−100.0%Sold outHolders
Q3 20243,668$211.9K<0.1%+3,668NewHolders
Q1 20240$00.0%−5,122−100.0%Sold outHolders
Q4 20235,122$240.8K<0.1%−2,768−35.1%ReducedHolders
Q3 20237,890$352.4K<0.1%−15,911−66.9%ReducedHolders
Q2 202323,801$1.23M0.1%+19+0.1%AddedHolders
Q1 202323,782$1.33M0.1%−2,462−9.4%ReducedHolders
Q4 202226,244$1.58M0.1%+3,515+15.5%AddedHolders
Q3 202222,729$1.42M0.1%−1,791−7.3%ReducedHolders
Q2 202224,520$2.02M0.1%+24,520NewHolders